3 DEDICATED TO MANUEL REIS An immigrant to the United States in 1925, who joined the Society in 1927, became its Treasurer in 1930, and Secretary in He served in many other capacities including Secretary-Treasurer from 1948 to 1957, and Executive Vice-President/Chief Executive Officer from 1957 to 1981 when he retired, continuing to serve the Society until He was also the force behind the incorporation of the Society's Education Committee as the Luso-American Education Foundation, in It was under his direction that the Society attained great growth and prosperity. Manuel Reis

4 NOTE OF THE AUTHOR All things considered, the history of our "LUSO", even for only a slice ( ) of its existence of 130 years, has substance for volumes and not for just a "commemorative edition 77, as this one is called. Although history is defined as a chronological record of events on the life or development of a people or institution, we did try to add to it an explanation, however brief, of the events and a commentary, certainly impartial, of the importance and influence of those events. But because no one if perfect, not even history per se ~ history melts the affairs of men and makes them flow - it is very possible that a few details of commanding significance, often readily apparent, have been overlooked. As we believe, the purpose of the book was accomplished; however, it is our obligation to climb down and confess any possible unintentional error. It is said that the way to hell is paved with good intentions, but here the inverse makes the rule: the intention paved the way to the truth. At this point, and again all things considered, tell us if you enjoyed the reading. I have to enhance the precious help on research given by Mr. Alvernaz, Mr. Avila and other members of the staff, as well as the understanding and promptness of those leaders of LUSO I had to contact for testimony. My gratitude is such that I see my job now as a task I sincerely would like to repeat any time, perhaps much better. - John Brum ABOUT THE AUTHOR John Brum was born in 1938, in the island of Pico, Azores. After finishing primary school, he entered the Seminary of Angra (1950), where he completed Philsophy (1958). In this same year, he moved to the city of Horta, Fayal, where he taught Portugese, Latin and French to students of "Liceu Nacional da Horta", worked for a local daily newspaper as proofreader, got married and soon afterwards served in the Armed Forces for four years, two of which were in Africa. In 1967, John Brum emmigrated to the United States, California, with his wife and two infant daughters. His first job was at Ford Motor Company, in Milpitas, for twelve years, as assembler and inspector. In 1979, he founded the weekly newspaper Protuguese Tribune. In 1985, he bought the newspaper Noticia, changing its name to Portugal/USA. In 1997, he helped to start a third newspaper -Portuguese-American Chronicle. Meanwhile, in 1988, he went back to school, first to San Jose City College and then to CSU, Fresno. He has three baccalaureates (English, Spanish, and Journalism) and one Master's Degree in Creative Writing, having written a book, now ready for the printer, which will be called "The Other Side of the Island". The research and writing of the last thirty years of LUSO was, for him, a very enlightening experience.

5 A BRIEF HISTORY OF THE SOCIETY

6 GOVERNOR PETE WILSON August 6, 1998 TO: LUSO-AMERICAN FRATERNAL FEDERATION I am delighted to extend my warm regards and congratulations as you celebrate your 130 th Anniversary. California is a state of great diversity and multi-cultural character. We are fortunate to have a population made up of people from all corners of the world who have come to the Golden State to fulfill their dreams. Among these people are those of Portuguese descent who have brought with them the unique values and traditions associated with their proud heritage. Your efforts to maintain ties with those who share your ancestry and culture underscore the strong feelings of loyalty and brotherhood that you hold. I am confident that you will continue to support your membership and community, and work to instill a lasting sense ot pride, respect and strength in your organization. May this celebration provide a wonderful opportunity not only to exchange ideas and chart the course your members will follow in the years ahead, but also to take stock in your achievements thus far. Please accept my best wishes for an enjoyable celebration and every future success. Sincerely, PETE WILSON

8 Mr. Rodrigo Alvernaz Executive Vice-President & Chief Executive Officer Luso-American Fraternal Federation P.O. Box 2968 Dublin, California Dear Mr. Alvernaz, 1 am pleased to congratulate you and the other members of the Luso-American Fraternal Federation on your excellent work in continuing the proud tradition of civic, cultural, educational, social and fraternal activities in our community, in California, and around the country. Your work in the San Francisco Bay Area alone has been a vital part of the region since the founding of your predecessor one hundred and thirty years ago in In a nation of immigrants, it is important for each of us to remember our individual heritage as we work to blend together the rich tapestry which is America. The Luso-American Fraternal Federation achieves that important goal through programs designed to provide opportunities to learn more of the culture, traditions and folklore of Portugal, while highlighting the noble purpose which is public service and leadership in our communities. Part of the American culture reflects the traditions brought by Portuguese immigrants, and your organization is an important part of the continuation of this legacy. The acquisition of your headquarters in the Luso-American Plaza in the beautiful city of Dublin, California, is indeed a lauditory accomplishment. As you complete work on the history book of your organization, please know that I am pleased and proud to represent you and the interests of the entire Portuguese-American community in the U.S. House of Representatives. I look forward to working on these issues and creating a positive environment in which the friendly and mutually beneficial relationship which has existed for so many years between our two nations can continue to prosper in peace. EOTikak

9 January 29, 1998 Rodrigo Alvernaz Executive Vice-President/CEO Luso-American Fraternal Federation 7080 Donlon Way Dublin, CA Dear Rod: Congratulations on 130 years of service to the Luso-American community. As the State Senator representing the 16th Senate District in the California Legislature, I have been fortunate for the last 20 years to have an opportunity to work on state-wide policy issues affecting all Californians. I am very proud of my Portuguese heritage. My family has been farming in the Central Valley since they arrived from the Azore Islands 90 years ago and their strong faith, determination and optimism have allowed them to make a better life for our family and for future generations. Congratulations again on a job well done. Your work on behalf of the Luso-American community to foster cultural identity, promote leadership and civic responsibility, and increase educational endeavors are to be commended. Statement by Senator John Vasconcellos I congratulate the Luso-American Fraternal Federation on its 130 years of service to Luso-Americans. The Federation's dedication to improving the lives of all our citizens validates my profound pride in my heritage. Among many outstanding programs and services, the Federation has demonstrated its particular commitment to our young people for over 40 years through its youth department. Not only does the youth department assist young Luso-Americans in understanding, maintaining their cultural ties, it seeks to promote leadership, educational and volunteer opportunities. These efforts are essential to growing healthy, productive, responsible, esteeming members of our society.

10 "For 130 years, the Luso-American Fraternal Federation and its predecessor, the Portuguese Protective and Benevolent Association, have been serving hundreds of thousands of Americans. The Federation, acting as a division of the Luso-American Life Insurance Society, has been highly effective in building a positive sense of community among people of Portuguese descent. By promoting civic, cultural, and educational activities, the Federation has ensured that generations of Americans have retained their Portuguese identity. "On this anniversary, I wish my fellow Luso-Americans boundless prosperity. May the Luso-American Fraternal Federation continue its valuable work through the coming century." -Assemblyman Fred Aguiar As a third generation Luso-American, my family and I have been blessed by the strength and character of our collective heritage. I am honored to serve in the California Legislature and am proud of our Portuguese inheritance that has been so richly woven into the American fabric. We have come very far, and as a people we can truly the honor our hands past, by passing of our history, our and our values, future. into

14 PROLOGUE A Bridge To The Future Many great works, either individual or collective, depend upon the manners we look toward the future. In today's society, particularly in a community like ours, the past provides lessons and inspiration, mainly those of experience, the present reaps the fruits of one's labor, in our case of many, but it is the future that bridges success. The last 30 years of our Society are an eloquent sample, and one that all our members are very proud of how successfully these thoughts and assertions are put into practice and ceaselessly carried forward. As we have always said and demonstrated, the Society's expansion and the quality of services were, are and will be our main goals, either by those who distinguish themselves in official capacities or by those who constantly enlarge the scope of our field of operations, both reorganizing, improving our insurance services and promoting civic activities that can be enjoyed at the community and state levels. These two steps expansion of our services and community promotion are proven to be, ever since the Society's foundation (1868), of farreaching importance, being what it is today because of the same profound, unchangeable regard for the past, engaging pursuits and most impeccable performance in the present, and clearly the most discerning vision toward the future. Throughout the years, our Society has developed into well-accepted, most functional and most beneficial divisions, such as Luso-American Life Insurance Society, Luso-American Fraternal Federation, and Luso- American Education Foundation. All these three areas or entities frame and shape a strong body, whole and honorable, which ensures the dreams of many past as well as actual leaders and active officers a place and figure of prominence as the leading fraternal society in the Portuguese community of the State of California, with the widest, best service its members can expect. To attend to all and to serve better, the Society as a whole branches out its businesses, its activities and responsibilities, a decision whose results are greatly beneficial and appreciated by its members and by the community at large: Luso-American Life Insurance Society has primarily the duty of general administration of LUSO's business affairs; Luso-American Fraternal Federation assumes the leadership and direction of all fraternal, civic, social and cultural activities; and Luso-American Education Foundation devotes itself to the promotion and advancement of our Portuguese culture, customs and traditions, either educating or mostly advocating education. Such an ideal, trifold mechanism, as conceived and put together by LUSO's most distinct minds, past and present, has build a tall, leafy, luxuriant tree, a house on the hill which shelters and protects not only the interests of all its members but also discloses and ennobles the community's most precious values, our Portuguese indefectible heritage. And that's why it bridges all people, all our human treasures to the future. One of the preoccupations of our Society's leaders through the years, now as vital as ever, has been the creation and development of programs to keep our youth interested and prepared for the responsibilities of selfimprovement within our ethnic roots and traditional concerns. For these reasons, cultural and civic organizations, such as Luso-American Education Foundation and Cabrillo Civic Clubs of California, were created to provide education and leadership to the younger generations, to the sons and daughters of our members, as well as to all those in the community with the talent and willingness to honor the Protuguese Cause, our ranks and their individual aspirations. We do praise what has been done by our leaders and members. We do not hide how proud we are of our past and present achievements. But we do not resign ourselves either to self-fulfillment or to self-admiration. We do concentrate all our efforts on strengthening our services and the ties that bring us together to understand the changes we face, to come up with viable solutions to the needs that arise every now and then, and above all to perform our duties well and to serve and share the good results with all. Every day we pass, every action we take, every step we advance is a stone we add to the bridge we cross toward the future, one that must ensure our purposes and identity, while simultaneously spreading service with joy. Our goals are for showing and sharing.

15 OUR APPROACH TO FRATERNALISM One of the many great ideas and solutions our first immigrants foresaw and established in America was the creation of fraternal benefit societies. Such an opportune and fortunate initiative was dictated, first of all, by the need for financial support and fellowship, but it has roots in and from a very special soil the community-oriented vocation and talent of those first Portuguese immigrants, whom we now call forefathers because of the roads and doors they opened for future generations like ours and those who will follow us. The Portuguese were out of the first groups of immigrants from Old Europe to establish these organizations in the United States. By 1870, very few fraternal benefit societies were established in the nation. It is an initiative, and an example, many of us do ignore or do not associate with, but today, after over a century, there are nearly 120 fraternal benefit organizations, like ours, in the United States and Canada. It only means that "the sound combinations of fraternalism and family insurance protection by nonprofit organizations, controlled by the members themselves and administered by officials elected within each society, has appealed to men and women everywhere" (NFCA - National Fraternal Congress of America). Our Society--Luso-American Life Insurance Society and its Fraternal Council--Luso-American Fraternal Federation which now are commonly designated as "Luso," has always been proud and respectful of the principles, values and purposes of its founders, throughout its 130 years of service and progress, when it was small, after it merged with the "Continental" and became the United National Life Insurance Society, and then when it became "LUSO" in the total sense of the word, until our days, as a recognized provider of insurance and other benefits in the fields of true fraternalism, such as civic, social, religious and educational activities and services.

16 16 We are, therefore, an active, self-sustained, energetic, effective and very important part of an insurance industry with more than $150 billion of ordinary life insurance in force in North America, serving men, women and children in many communities or ethnic groups like ours. Part of the $240 million spent every year by the fraternal benefit societies in this country is our contribution. Again, we are proud, justifiably pleased with our purpose and with the way we apply them through our own charitable, educational, patriotic and religious programs, providing needed help and service in local communities: a large amount of scholarships and grants to students, whenever they apply and qualify; donations to educational institutions attended by those students or where our mother tongue is taught; support to other humanitarian institutions; even material and financial support to the stricken and homeless who are victims of floods, tornadoes, fires and other disasters. During the last 30 years, for instance, we have contributed heavily to many of these educational and humanitarian causes. A check to the American Red Cross for assistance to the victims of an Earthquake in Humboldt County. Marion Wilson, Alameda County Executive Officer, American Red Cross; John L. Avila, Treasurer; Joaquim Periera, Assistant Secretary & Director of Public Relations When word came of the many homeless victims of the Oakland Hills fire of October 20, 1991, our Society came to their aid. Here Executive Vice President/CEO Rod Alvernaz personally delivers a check to the Bay Area American Red Cross Director, Kelly Kenneth Jay Luso American Life President - Albert Vieira (center) presenting the Society's annual contribution to P.O.S.S.O., a San Jose organization that dedicates itself to providing services to the elderly

17 Making a presentation of our Society's donation of $500 for the much needed sound system at the Portuguese National Church of the Five Wounds in San Jose. Accepting the donation is Mr. Jose Soares and John Chaves, the electrical engineer donating his services for this project Presenting a $ 1,000 Check to P.O.S.S.O.'s President, Davide Vieira is UNLIS President, Albert S. Vieira Over $ raised for the January 1997 flood relief: Paula Schroeder, American Red Cross; Nicholas Curtis, CEO American Red Cross, San Joaquin County; Rod Alvernaz, President Fraternal Congress; Connie Fox, Secretary/ Treasurer Fraternal Congress LALIS President Albert Vieira presents a Society check in the amount of $1,000 to Fannie Thompson, Red Cross Conlribution Specialist, for aid to the earthquake victims in Los Angeles. All things considered, our activity or participation in the mentioned fields has generated enormous benefits to people of all ages, particularly in our communities throughout California. Our history says it profusely. "LUSO" has proven year after year, direct action after joint action, that the principles of caring and sharing continue, untouched or rejuvenated, to guide us in meeting the changing needs of our members and of the society we live in today. This mutual concern for human welfare is the common denominator that ties us together and sets us apart.

18 If the whole community, even only the entire membership, had the opportunity and will to participate or take notice of all our commitments and performance, our Society, or any for that matter, would not find space in the calendar to comply with the huge success of fraternalism. Even so, it is exceptionally inspiring how our souls and hands join together to touch so many lives, to meet with countless hopes.

19

20 Let's take a quick look at our fraternal activities: EDUCATION - We maintain an expanded network of scholarships, and grant awards for those, young or adult, who by prove merits and for the benefit of their roots and community are worthy of confidence and financial aid. Logically, we, understand, and support, that education is the safest bridge anyone crosses, the surest trail anyone follows to reach maturity of the mind and to stay fit in the society we build or in the world we face. When the right time arrives and these are no doubts nor speculations, our fraternal purpose has its hands full toward education development. For over three decades, Luso-American Education Foundation, which has always had our unconditional support despite its independent character and aims, sponsors every year a "Conference on Portuguese-American Education," under the label the 22nd around that "sealing ride the future - saluting the past". It aims to establish a clear link among the Luso-American community and institutions of higher education, exploring and explaining the multiple benefits of high learning with a variety of workshops and general sessions for students, parents and educators. The success of these conferences speaks for itself.

21 It is of the essence or substance of fraternalism, for over a century but particularly since the sixties, to provide financial support to parochial and public schools, high schools, colleges, universities and seminaries; to offer self-development and educational opportunities for members, with seminars on ethnic heritage and language classes; to encourage and award quality education and other forms of recognition. All of that is within our program of developing literacy and leadership within our local Portuguese communities.. SOCIAL. RELIGIOUS. PATRIOTIC - Our local councils are very active in promoting and conducting a variety of social programs, such as dinners, dances, picnics, tours, parties and other recreational functions. We either take part in cultural events or in other celebrations like festivals and parades. A very important aspect of fraternal social activities we periodically organize is that of recognition, including award banquets and testimonial dinners. Our traditional catholic religion is also very important for most of our members. There, we support the presence and spiritual function of the Church in most of our fraternal manifestations, nominating chaplains to assist the young and adult membership. We encourage in particular the youth and parents to preserve the religious principles of our ancestors, which are a source of mutual comprehensiveness and strength.

22 In regard to patriotism, our fraternal is very fond of what it has done and keeps doing to preserve our roots and healthy, proud and strong on the American soil. We are especially proud and patriotic for having maintain in California and the meaning and splendor of the annual celebration of the "Day of Portugal and of the Portuguese communities," which became a valuable tradition of countless and inspirational fruits in the community, even in this country's political sphere. We participate as well in patriotic fund-raisers, namely for public and ethnic which protest and ensure our presence and historic values in America, like museums and monuments. Many of our internal activities are otherwise oriented toward the conservation of our Portuguese heritage. YOUTH and CULTURAL HERITAGE - A great and fruitful phase of our fraternal activities is directed toward young people. We have a large youth department that we tirelessly develop since the creation of a Juvenile Class in 1941, "to keep the young members interested in the Society and prepare them for the responsibility of its administration in the future." After the State Youth Council was approved and established (1956), a few regional youth councils were already active and many more were formed afterwards throughout California, with their own program and nominated directors, under the supervision of adult state directors. These councils continue to expand in number and membership, and today they are indeed gardens of youth, good behavior, and hope.

23 COMMUNITY SERVICE and the ELDERLY - Volunteerism also plays an essential role in our fraternal activities. Whenever and wherever a need exists, fraternalists respond to the call for help, by not ignoring the underprivileged and providing in many cases, through numerous and credited charitable organizations, food, clothing, even shelter, and always unquestionable friendship. We finally have our own programs designed for the elderly, to enhance security and increase the quality of life for seniors. One important aspect of our fraternal care is to love and protect our parents and grandparents, all those who gave us the breath of life, education, and the values and memories we now revere.

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